2024-08-15T12:38:34-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 833913679 DEERFIELD CHARITABLE FOUNDATION DEER 8282741531 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ROBERT CHANDLER CFO 8282741531 2024-08-15 1 0 AMY BIBBY P00445891 8282542254 2024-08-15 2022 2024-08-08 14:25:15Z ROBERT CHANDLER 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 811681 0 X WWW.DEERFIELDWNC.ORG X 2019 NC SUPPORTING ORGANIZATION - EXISTING TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY. 6 6 0 0 0 0 661103 73777 0 0 943658 737904 0 0 1604761 811681 692482 863461 0 0 0 0 0 0 0 43908 44962 736390 908423 868371 -96742 14998906 14903916 1156368 1543629 13842538 13360287 WE EXIST TO NURTURE DEERFIELD'S SPIRIT OF GENEROSITY, ENRICHING THE LIVES OF RESIDENTS AND SHARING OUR RESOURCES WITH PEOPLE ACROSS WESTERN NORTH CAROLINA. 0 0 908423 863461 DEERFIELD CHARITABLE FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION OF DEERFIELD EPISCOPAL RETIREMENT COMMUNITY. ITS PURPOSE IS TO ASSIST DEERFIELD AND ITS RESIDENTS IN PROVIDING SUPPORT TO THE COMMUNITY AND ENRICH THE LIVES OF DEERFIELD'S RESIDENTS AND SURROUNDING COMMUNITY. 908423 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ROBERT K CHANDLER 8282741531 1617 HENDERSONVILLE RD ASHEVILLE NC 28803 CHRIS DISMUKES CHAIR 1.00 2.00 X X 0 0 0 JEFF COVINGTON BOARD MEMBER 1.00 2.00 X 0 0 0 ROBA WHITELEY BOARD MEMBER 1.00 2.00 X 0 0 0 LARRY HARRIS BOARD MEMBER 1.00 2.00 X 0 0 0 JOANNE BRANNON BOARD MEMBER 1.00 2.00 X 0 0 0 TIMOTHY KURTZ BOARD MEMBER 1.00 2.00 X 0 0 0 ANDY STRAUSS BOARD MEMBER 1.00 2.00 X 0 0 0 GLEN MAYES SECRETARY/TREASURER 1.00 2.00 X X 0 0 0 GENE CARR VICE CHAIR 1.00 2.00 X X 0 0 0 ROBERT WERNET CEO (THROUGH SEPT. '22) 1.00 40.00 X 0 1863015 17028 ROBERT CHANDLER CFO 1.00 40.00 X 0 269586 133768 MATTHEW SHARPE COO 1.00 40.00 X 0 222967 5768 MICHELLE WOOLEY DIRECTOR OF PHILANTHROPY 1.00 40.00 X 0 74450 15232 LIBBY BUSH CEO (BEGINNING AUG. '22) 1.00 40.00 X 0 178842 4062 0 2608860 175858 0 0 1 0 0 73777 73777 411775 411775 326129 0 326129 326129 326129 811681 0 0 737904 863461 863461 44962 44962 908423 908423 0 0 263642 146568 8259809 6475455 14757348 14998906 14903916 1156368 1543629 1156368 1543629 X 10441238 11236709 3401300 2123578 13842538 13360287 14998906 14903916 X -96742 958944 -1344453 X 0 1 X 1 0 X X 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 560614176 10 1 387261 0 1 387261 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 1543629 1543629 X 1770625 958944 958944 811681 0 811681 908423 0 908423 0 908423 PART X, LINE 2: DEERFIELD IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. DEERFIELD HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN RESTRICTED NET ASSETS 0 HABITAT FOR HUMANITY 30 MEADOW RD ASHEVILLE NC 28803 561363464 501(C)(3) 85000 0 AGING IN PLACE/LANDSCAPING UNC CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 566001393 501(C)(3) 133000 0 MAHEC DEERFIELD EPISCOPAL RETIREMENT COMMUNITY 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 501(C)(3) 387261 0 HEALTHCARE ASSISTANCE COUNCIL ON AGING OF BUNCOMBE CO 46 SHEFFIELD CIRCLE ASHEVILLE NC 28803 237410586 501(C)(3) 50000 0 OPERATIONAL SUPPORT FOUR SEASONS FOUNDATION 211 N MAIN STREET HENDERSONVILLE NC 28792 475508988 501(C)(3) 20000 0 OPERATIONAL SUPPORT MAHEC FOUNDATION 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 561071426 501(C)(3) 10000 0 OPERATIONAL SUPPORT MEMORY CARE 501(C)(3) 140000 0 OPERATIONAL SUPPORT ROTARY CLUB OF ASHEVILLE-BILTMORE 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 501(C)(6) 10000 0 OPERATIONAL SUPPORT UNITED WAY 50 SOUTH FRENCH BROAD AVE ASHEVILLE NC 28801 560576157 501(C)(3) 10000 0 OPERATIONAL SUPPORT 11 1 PART I, LINE 2: THE ORGANIZATION SELECTS COMMUNITY ORGANIZATIONS WITH PROGRAMS ALIGNING WITH THE ORGANIZATION MISSION. IN THE EVENT THAT FUNDS ARE NOT UTILIZED BY THE RECIPIENT ORGANIZATION FOR THE STATED PURPOSE, THE ORGANIZATION WILL NOT PROVIDE FUTURE FUNDING. 0 1 0 0 0 0 0 0 0 ROBERT WERNET CEO (THROUGH SEPT. '22) 0 222723 0 62584 0 1577708 0 8623 0 8405 0 1880043 0 1432417 ROBERT CHANDLER CFO 0 223185 0 45100 0 1301 0 115335 0 18433 0 403354 0 0 MATTHEW SHARPE COO 0 188356 0 23565 0 11046 0 5768 0 0 0 228735 0 0 LIBBY BUSH CEO (BEGINNING AUG. '22) 0 111250 0 67592 0 0 0 0 0 4062 0 182904 0 0 PART I, LINE 4B ROBERT WERNET, CEO AND ROBERT CHANDLER, CFO PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THROUGH A RELATED ORGANIZATION. THE BOARD INCLUDES THESE AMOUNTS IN HIS ANNUAL COMPENSATION REVIEW AND APPROVAL PROCESS. DURING CALENDAR YEAR 2022, UNDER THE TERMS OF THE PLAN $1,432,417 WAS INCLUDED IN ROBERT WERNET, CEO'S FORM W-2 DURING CALENDAR YEAR 2022, UNDER THE TERMS OF THE PLAN $107,286 WAS ACCRUED FOR ROBERT CHANDLER, CFO FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDED A COPY OF THE 990 TO EACH BOARD MEMBER FOR PERSONAL REVIEW PRIOR TO FILING THE RETURN. THE FINANCE COMMITTEE HELD A MEETING TO FORMALLY REVIEW AND APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE COMPLIANCE OFFICER ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY AND THAT IT IS BEING FOLLOWED. BOARD MEMBERS ARE RESPONSIBLE FOR BRINGING ANY POTENTIAL CONFLICT OF INTEREST TO ATTENTION AND REMOVING THEMSELVES FROM SITUATIONS WHERE THERE MAY BE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANZIATION'S 990 ARE MADE AVAILABLE UPON REQUEST. ALSO, RECENT FILINGS OF THE FORM 990 ARE MADE AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN PERMANENTLY RESTRICTED NET ASSETS -1,344,453. DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC 1617 HENDERSONVILLE ROAD ASHEVILLE NC 28803 560614176 RETIREMENT COMMUNITY NC 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 DEERFIELD EPISCOPAL RETIREMENT COMMUNITY INC B 387261 FMV